Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLIGX (RETIREMENT LIVING THROUGH 2040 PORTFOLIO CLASS R4) | 6.95% | 18.57% | 15.10% | 1.29% | 7.18% | 7.17% | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/02/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLIGX (RETIREMENT LIVING THROUGH 2040 PORTFOLIO CLASS R4) | 11/02/2006 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.46 | 18.57 | 15.10 | 1.29 | 7.18 | 7.17 | NA | … | … | 6.95 | 17.34 | 12.92 | 16.96 | -33.68 | 8.17 | 15.21 | 24.26 | -9.01 | 21.01 | 8.54 | -1.47 | 5.35 | 23.70 | 15.35 | -5.29 | 15.69 | 36.32 | -40.39 | 9.08 | 5.46 |
| Sharpe Ratio | NA | 1.61 | 1.03 | -0.06 | 0.33 | NA | NA | … | … | 1.21 | 1.03 | 0.89 | 1.18 | -1.23 | 0.60 | 0.51 | 2.14 | -0.78 | 3.26 | 0.63 | -0.11 | 0.52 | 2.36 | 1.28 | -0.23 | 0.48 | 1.35 | -1.09 | 0.36 | 4.84 |
| Standard Deviation(%) | NA | 11.33 | 12.34 | 17.02 | 16.71 | NA | NA | … | … | 14.03 | 14.04 | 10.50 | 11.37 | 28.69 | 13.52 | 29.18 | 10.66 | 13.36 | 6.26 | 13.23 | 13.25 | 10.23 | 10.01 | 12.08 | 22.94 | 32.49 | 26.86 | 37.96 | 16.65 | 7.71 |
| Draw Down(%) | NA | 8.45 | 14.40 | 39.38 | 39.38 | NA | NA | … | … | 8.45 | 14.40 | 6.71 | 11.22 | 34.54 | 7.61 | 30.96 | 6.26 | 18.26 | 1.95 | 11.59 | 12.95 | 8.14 | 6.27 | 10.47 | 22.11 | 17.64 | 25.11 | 51.24 | 11.40 | 1.56 |
| Yield(%) | 0.00 | 9.48 | 6.02 | 3.17 | 6.20 | 6.38 | 5.18 | … | … | 0.00 | 10.03 | 3.33 | 3.38 | 0.90 | 3.21 | 2.06 | 12.67 | 10.98 | 9.51 | 7.36 | 5.98 | 5.64 | 4.67 | 6.96 | 1.54 | 1.85 | 2.09 | 1.70 | 2.29 | 2.24 |
Data as of 06/10/2026, Common starting date is 11/02/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLIGX (RETIREMENT LIVING THROUGH 2040 PORTFOLIO CLASS R4) |
-9.08%
Jun 2007 – Jun 2010 |
-1.95%
May 2007 – May 2012 |
3.04%
Oct 2013 – Oct 2023 |
3.26%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLIGX (RETIREMENT LIVING THROUGH 2040 PORTFOLIO CLASS R4) |
25.14%
Feb 2009 – Feb 2012 |
20.86%
Feb 2009 – Feb 2014 |
13.32%
Feb 2009 – Feb 2019 |
9.53%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart